Easy Impersonation gives Admins, who are granted this special permission, the ability to impersonate some, or all, other users -- easily and without logging out of the tool.
How to Use Easy Impersonation
To use Easy Impersonation, you must be an Admin with the Easy Impersonate feature enabled for you. If Easy Impersonate is enabled, you will see Impersonate in the secondary navigation menu on the right side of your screen (to the right of the Search Coworkers bar).
Click Impersonate to begin. Then, in the search bar that appears, type in the name of the coworker you would like to impersonate and click on their name.
Next, you will see a screen that shows you that you are switching to the impersonated user's view. Once the Impersonation loads, you will be viewing the impersonated user's account. When you are ready to stop impersonating that user, or if you need to impersonate a new user, click the green box around their name and select Back to My Account.
To protect your users' confidentiality, the following are NOT accessible or viewable through Easy Impersonate.
- Private Notes
- Feedback responses left on any confidential Feedback sessions
- Survey responses left on confidential Pulse Surveys
How to Give an Admin the Ability to Easy Impersonate
To give an Admin user the ability to impersonate, navigate to User Management in Administration and click Edit by the user who needs Easy Impersonation abilities. Note: Easy Impersonate can only be enabled for Admins.
Then, in the panel at the right, check the box next to Easy Impersonation. Click Save to update your changes.
Focused Admins who are given the ability to use Easy Impersonation can only impersonate users within their Administration Scope. For the below example, this Focused Admin can only Easy Impersonate users who are located in Boston who are not members of the Executive Department.
How to Prevent Users from being Impersonated
If there are certain users who no one should be able to impersonate (e.g. leaders), you can specify which users cannot be impersonated within General Settings in Administration. From the User Impersonate tab, enter in the names of users who no one should be able to impersonate and click Save User Exceptions.